PFP Tax Bracket Management Chart
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PFP Tax Bracket Management Chart

7 months ago · 1018.1 KB Download

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This chart contains the following 15 bracket management ideas:

  • Traditional IRA/401(k) contributions,

  • Roth IRA/401(k) contributions,

  • Roth IRA/401(k) conversions,

  • Timing of deductions,

  • Capital loss harvesting,

  • Capital gain harvesting,

  • Control investment taxation,

  • Asset location,

  • Non-qualified tax deferred annuities,

  • Investment in oil and gas partnerships,

  • Life insurance,

  • Internal Revenue Code Section 453 installment sales,

  • Charitable contributions,

  • Charitable remainder trusts, and

  • Charitable lead trusts.

Download the PFP Tax Bracket Management Chart

File name: bracket-management-chart.pdf

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